Types of Information We Collect 

We collect nonpublic personal information about our clients, which is provided to us by them, or obtained by us with their authorization.

Disclosing Information 

We do not disclose nonpublic personal information about our current or former clients to

anyone, except as permitted by law and required by necessity of our business operations. We are permitted by law to share any of the information we collect in the

normal course of serving clients to unrelated third parties who need to know that information to assist us in providing services to clients. In all such situations, we stress the confidential nature of information being shared.

How Information Is Safeguarded 

We have procedures in place that are designed to protect the security, integrity, and

confidentiality of client information. These include password protected, limited-privilege user access to computer files, with multifactor authentication; secure electronic transmission of all client information; ongoing training of employees about our Simplify Wealth information security policy and developing trends; and strict confidentiality policies that apply to all employees.

If you have any questions, concerns, or comments about our privacy policy, please call 612.203.2718 or e-mail us at info@simplify-wealth.com.